Shipping and Invoicing Orders Automatically

When you ship intercompany transfers and sales orders originating in PeopleSoft Order Management, you can automate both the shipping process and invoice creation. Running the Ship and Invoice process page launches the Direct Invoicing with AutoShip multiprocess job (DIRAUTO), which confirms, ships, depletes, and creates invoices for the shipped stock. In addition to direct invoicing, the Ship and Invoice job can also be used to print packing lists, bills of landing, and send out ASNs. This PeopleSoft job should be set up to include only those functions needed by the user. The job starts with the Picking Confirmations process using the auto-processing option. Demand lines are moved from a released state to the depleted state.

Note: This process cannot be run for a Vendor Managed Inventory (VMI) business unit.

Page Name

Definition Name

Usage

Ship and Invoice Page

RUN_INV_DIRAUTO

Run the direct invoicing with the AutoShip multiprocess job.

Bill of Lading Options Page

IN_BOL_PRNTOPT_SP

Use this page to define bill of lading parameters, including; choosing domestic or foreign bill of lading reports, generating bar codes, and identifying the output type, format, and destination of the printed bill of lading reports.

Use the Ship and Invoice page (RUN_INV_DIRAUTO) to run the direct invoicing with the AutoShip multiprocess job.

Navigation:

Inventory > Fulfill Stock Orders > Shipping > Ship and Invoice

This example illustrates the fields and controls on the Ship and Invoice page. You can find definitions for the fields and controls later on this page.

 Ship and Invoice page

Indicate which items you want to confirm:

Field or Control

Description

Business Unit

Enter the Inventory business unit.

Confirm

Select the lines to be processed. The options are:

  • All: Confirm all demand lines in the business unit that have been picked and identified for confirmation.

    If you select this option, all subsequent fields are unavailable for entry.

  • Build Selection: Confirm demand lines meeting the criteria that you specify in the subsequent fields.

  • Range of Pick Batches: Confirm demand lines contained within the specified range of pick batches.

    Use the From and To fields to select a range of pick batch IDs.

Build Bills of Lading

Select to create and print bill of lading reports for the selected demand lines. The options are:

  • Build Bill of Lading: Select to add the Build Bill of Lading Request process (IN_FUL_BOL ) to the AutoShip multiprocess job. This process builds multiple BOLs automatically by grouping the selected demand lines onto BOLs by load, route, carrier, ship via, ship to, and address. This process adds the commodity code, quantity shipped, shipping UOM, shipping weight, and shipping volume into the BOL definition.

  • Build and Print Bill of Lading: Select to create and print the bill of lading reports using the Build Bill of Lading Request process.

  • No Bill of Lading: Select to not create or print bill of lading reports for the selected demand lines.

Bill of Lading Options

Select this link to access the Bill of Lading Options page where you can define bill of lading parameters, including; choosing domestic or foreign bill of lading reports, generating bar codes, and identifying the output type, format, and destination of the printed bill of lading reports.